Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. From Toys to Joy: Inside the Kidult Obsession With Unboxing When Scandal Hits, Your Communication Team Is Your First Line of Defense Efficiency Isn’t Everything: The Real Risk of a Narrow Focus The Surprising Reasons I’m Relocating to Abu Dhabi Becoming a Financial Advisor: Step-By-Step Timeline & What It Takes How To Spot Money Launderers—and Why It’s Not Always That Simple Lessons for Financial Executives from a Software CEO’s Coldplay Kiss-Cam Fiasco How To Map the Buyer’s Journey and Unlock Higher Conversions What Happens When You Stop Pretending You’re Sure of Everything Stop Slowing Down Your Team: How Context-First Collaboration Changes Everything Ambivalence Is Costing You More Than You Think—Here’s Why It’s Dangerous Now Avoiding Conflict Is Comfortable—Until It Starts Costing You Countering Recency Bias in Portfolio Discussions The Power of a Unique Idea: Unlock Your Next Level of Professional Success The Blind Spot in Today’s Fiscal Hawk Agenda The Money Ceiling Holding You Back—And How to Break It The City That Rebranded Itself: Inside Detroit’s Unlikely Revival “Act Like” — The Two Words That Shape How We Lead, Sell, and Succeed America’s New Favorite Beer? How Big Wave Quietly Took Over the Nation Tim Russert and the Last Days of Truth in Media The Data Trap Costing RIAs Millions: Why “Good Enough” Isn’t Enough How to Exit Your Business and Maximize What You Walk Away With Sabotaged by Evolution: Why Your Brain Resists Success—and What To Do About It The 5 Resume Mistakes That Instantly Turn Off Recruiters How Great Leaders Disarm Difficult People in 7 Steps The New Business Buzzwords That Signal Real Success in 2025 A Masterclass in What Not to Do: Jaguar’s Stunning 97.5% Sales Decline From Big Ideas to Big Debt: How We Sold Out Our Kids Are You Managing Up—or Just Managing to Survive? The Agile Revolution: Turning Sectors Into Products for Speed and Scale The Secret Weapon for Future Success: Unlocking Hidden Talent Want to Scale Fast? Start By Upgrading Your Clients Differentiate or Die: Hard Lessons From a Sales Veteran 5 Ways To Improve Your Companies Benefits Plan Why Healthy Habits Now Could Mean Fewer Medical Bills Later Agile in Action: How It’s Revolutionizing Public Services Fear Is Fuel: How Smart Leaders Turn Anxiety Into a Competitive Edge Leading Through Chaos: How Servant Leadership Shines in Crisis Why Your Next Big Move Doesn’t Have to Be Forever What No One Tells You About Career Mistakes—Until It’s Too Late Smart Leaders, Bad Solutions: What Happens When the Problem Isn't the Problem The Empathy Trap: When Caring Hurts More Than It Helps Illuminating Pathways: A Journey in Leadership Towards the Personal Agility Lighthouse Who's Your VP of First Impressions? Money Through the Ages: How Coins and Notes Tell the Story of Humanity What Comes Next in the Middle East? Advising Clients on Diversification Across Multiple Micro-Investments Before You Automate Everything: The Human Toll of AI Hype The Magic of Beginnings, the Weight of Endings—And What We Miss in Between Prudence Be Damned; School’s Out – It’s a Sno Day! Trending The Retirement Risk Few Advisors Talk About: When One Spouse Retires First The 10 Best Marketing Ideas I’ve Ever Shared for Financial Advisors More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong You Won the Most Trusted Advisor Seat. Don’t Give It Away. If Every Advisor Puts Clients First, What Makes You Different? AI Was Supposed to Kill Shopify. It May Make the Stock a Winner. The Free Consulting Trap That Costs Advisors More Than They Realise The Counterintuitive Truth About Giving Less in a First Conversation ⇤ « 11 12 13 14 (current) 15 16 17 » ⇥ 14 / 199
